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"Moving CRMs can be incredibly daunting but Plus Your Business took all the stress out of it. They are knowledgeable, attentive and supportive. Would highly recommend them to anyone and everyone."
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A typical implementation runs ten to fourteen weeks. Weeks one to four cover data migration and custom-object architecture for enterprise customers, supplier networks, the customer-supplier graph, and pipeline records. Weeks five to ten cover automation for network-effect signal surfacing, coverage reporting, vendor-risk evidence flows, and integration with the platform itself and finance. Weeks eleven to fourteen are user training across SDRs, enterprise AEs, customer success, and supplier-success teams.
Yes. Custom objects model the enterprise customer, the supplier, the customer-supplier relationship, and the assessment record separately, with the customer-supplier graph queryable across the network. Commercial intelligence — network-effect signals, expansion opportunity, coverage gaps — surfaces against the right account. PYB has built network-graph commercial architectures for SaaS clients whose product is itself a relationship graph.
Security documentation flows live on the right account and deal records with version control. Customers who are themselves running TPRM programmes will scrutinise every vendor including this one; the platform's own security evidence (SOC 2, ISO 27001, penetration test summaries) is structured for easy retrieval against any customer's vendor-risk request. PYB has built security-evidence workflows for SaaS vendors whose own buyers are vendor-risk professionals.
Most run Marketing Hub Professional for category-leadership content, customer-base nurture, and event-driven communications, plus Sales Hub Professional for enterprise account management. Service Hub Professional handles customer-success and supplier-onboarding workflows. Operations Hub is the integration layer for the product platform and finance. Custom Objects (Enterprise tier) are usually required to model the customer-supplier graph and assessment records properly.
HubSpot is SOC 2 Type II certified and ISO 27001 compliant, meeting the security standards typical of financial services, public sector, and cyber-mature enterprise procurement, and the data-protection terms in their master services agreements. PYB is independently ISO 27001 and ISO 9001 certified, and our migration practice carries the HubSpot Data Migration Accreditation.
A 15-minute call to walk through how your enterprise pipeline, network-effect signals, and customer coverage view could connect and what closing the gaps looks like. No prep, no pitch deck.